Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1 +$6.83B
2 +$2.75B
3 +$2.45B
4
MSFT icon
Microsoft
MSFT
+$1.89B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Technology 8.72%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5051
$60K ﹤0.01%
+35,912
5052
$60K ﹤0.01%
+2,186
5053
$59K ﹤0.01%
+49,857
5054
$59K ﹤0.01%
+51,486
5055
$59K ﹤0.01%
+47,519
5056
$59K ﹤0.01%
+13,375
5057
$58K ﹤0.01%
+13,062
5058
$58K ﹤0.01%
+111,000
5059
$57K ﹤0.01%
+17,682
5060
$57K ﹤0.01%
+22,937
5061
$57K ﹤0.01%
+21,349
5062
$57K ﹤0.01%
+14,093
5063
$57K ﹤0.01%
+22,503
5064
$56K ﹤0.01%
+12,644
5065
$56K ﹤0.01%
+43,879
5066
$53K ﹤0.01%
+37,785
5067
$53K ﹤0.01%
+29,400
5068
$52K ﹤0.01%
+12,903
5069
$52K ﹤0.01%
+22,599
5070
$52K ﹤0.01%
+10,456
5071
$52K ﹤0.01%
+305
5072
$51K ﹤0.01%
+42,146
5073
$51K ﹤0.01%
+14,232
5074
$50K ﹤0.01%
+12,538
5075
$50K ﹤0.01%
+10,050